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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,514 | $162,136-30.0% | $152,301-25.5% | $154,746-26.6% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 11.51% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,856 | $4,890-41.6% | $4,624-38.3% | $4,379-34.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,758 | $15,759-44.4% | $14,398-39.2% | $14,365-39.0% |